Splitting Intel would provide a solution to the problems they've been having, says Matthew Bryson

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Splitting Intel would provide a solution to the problems they've been having, says Matthew Bryson

Matthew Bryson, Wedbush Securities semiconductor analyst, joins 'Squawk Box' to discuss reports of Broadcom and TSMC considering a possible deal to split Intel into two, state of the AI chips race, and more.

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Broadcom, TSMC Weigh Deals To Split Intel; Activist Hedge Funds Ready To Pounce?

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

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Broadcom, TSMC Eye Possible Intel Deals to Split Storied Chipmaker: Report

Intel’s rivals Taiwan Semiconductor Manufacturing Co and Broadcom are each eyeing potential deals that would break the US chipmaking icon in two, the Wall Street Journal reported on Saturday, citing people familiar with the matter. Broadcom has been closely examining Intel’s chip design and marketing business, the Journal reported, adding that the company had discussed a potential bid with its advisers but would likely only proceed if it found a…

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Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?

People are impatient for Intel to get fixed, and have been for many years. … Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? was written by Timothy Prickett Morgan at The Next Platform.

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The rumor of the day comes straight from the Wall Street Journal, and it has enough to shake the world of semiconductors! Intel would be looking at buy-back offers that could split the company into two separate entities: on the one hand the design of chips and on the other the manufacturing. TSMC and Broadcom would be on the other hand, each with its own strategy to recover a part of the American giant. According to the noises of the corridor, B…